WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$5.66M
3 +$5.48M
4
ABNB icon
Airbnb
ABNB
+$4.84M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.01M

Top Sells

1 +$9.44M
2 +$9.26M
3 +$6.08M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.83M
5
STE icon
Steris
STE
+$4.9M

Sector Composition

1 Technology 26.07%
2 Financials 9.72%
3 Healthcare 8.16%
4 Consumer Discretionary 7.43%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$14.1K ﹤0.01%
+176
952
$13.9K ﹤0.01%
7,141
953
$13.7K ﹤0.01%
46
954
$13.7K ﹤0.01%
+378
955
$13.6K ﹤0.01%
+832
956
$13.6K ﹤0.01%
458
-510
957
$13.6K ﹤0.01%
+280
958
$13.5K ﹤0.01%
+124
959
$13.4K ﹤0.01%
600
960
$13.3K ﹤0.01%
115
961
$13.3K ﹤0.01%
248
962
$13.2K ﹤0.01%
122
+21
963
$13K ﹤0.01%
792
964
$12.5K ﹤0.01%
56
965
$12.4K ﹤0.01%
120
966
$12.4K ﹤0.01%
365
967
$12.2K ﹤0.01%
165
968
$12.1K ﹤0.01%
68
969
$12.1K ﹤0.01%
216
970
$12K ﹤0.01%
229
971
$12K ﹤0.01%
242
972
$11.9K ﹤0.01%
298
973
$11.9K ﹤0.01%
597
974
$11.9K ﹤0.01%
38
975
$11.7K ﹤0.01%
205